As We Give Thanks, AI and Mag 7 Take Cash to the Bank December 1, 2025 at 5:52 pm Market volatility resurfaced last month as speculation intensified over whether an AI bubble may be forming—and potentially bursting. Yet despite the jitters, equity markets remain solidly positive for the year (S&P 500 +16.5%, NASDAQ +21.0%, Dow +12.2%) – see S&P 500 chart below. A significant portion of the gains have been powered in large part by ongoing strength in the Magnificent 7. Standouts such as NVIDIA (+31.8%) and ...

One of Google’s biggest AI advantages is what it already knows about you https://t.co/Ij6h4bed9i ...

智通财经APP获悉，在近期全球股票市场牛市阵营所聚焦的"谷歌AI生态链"的核心参与者之一——即在谷歌云平台上 (Google Cloud)提供数据库平台服务的数据库软件开发商MongoDB(MDB.US)，于北京时间周二晨间公布截至10月31日 的2026财年第三财季每股收益和营收，以及核心业务营收均超华尔街普遍预期并给出无比强劲的下财季与全年业绩展 望指引后，MongoDB股价在美股盘后交易中迅速走高，涨幅一度超过20%。 MongoDB既开发数据库软件本身，也提供围绕该数据库的一整套云计算服务与商业化支持，依托云数据库PaaS平台服 务MongoDB Atlas在谷歌云平台上的长期深度集成带来的无比强劲业绩数据，可谓凸显出"谷歌AI生态链"正在全面受 益于谷歌Gemini系列产品组合AI算力需求激增带来的收益全面激增，MongoDB则堪称是受益于谷歌云端AI推理算力激 增的"谷歌AI生态链"最大赢家之一。 MongoDB的业绩增长逻辑，可以说已经从"通用文档型数据库"，转成明显绑定谷歌云平台+绑定Gemini系列AI应用软件 从开发到部署完整生态的云数据库技术路线，与谷歌长期且深度合作可谓是其强劲业绩报告 ...

After years of largely trading together, stocks related to artificial intelligence and the data center are starting to move in different directions, CNBC's Jim Cramer said."The Google complex cohort roared while the OpenAI complex got hammered. Meanwhile, the hyperscalers with great balance sheets held up much better than the ones with strained balance sheets," he said. "Just keep in mind that things change very fast in the AI space, so what was true last month might not necessarily stay true this month or ...

智东西 编译 | 王欣逸 编辑 | 程茜 智东西12月1日消息，据英国《金融时报》报道，OpenAI在AI领域的主导地位正在受到谷歌的威胁，包 括谷歌最新模型性能超OpenAI、Gemini App月活用户、用户交互时长赶超ChatGPT。 在模型上，谷歌今年先后推出了推理模型Gemini 3、图像生成和编辑模型Nano Banana Pro等。在学术推 理、数学和视觉推理等关键基准测试中，基于谷歌自研TPU训练的Gemini 3表现均优于GPT-5模型。 | Benchmark | | Gemini 3 | Gemini 2.5 | Claude | GPT-5.1 | | --- | --- | --- | --- | --- | --- | | | | Pro | Pro | Sonnet 4.5 | | | Academic reasoning | No tools | 37.5% | 21.6% | 13.7% | 26.5% | | Humanity's Last Exam | With search and code | | | | | | | execution | 45.8% | - | - ...

11月2日，昨夜今晨， 美股市场经历"五连阳"后重回调整姿态，三大股指均收跌。日本央行的加息信号引发全球债市 震荡，投资氛围最浓厚的"币圈"跌幅最为显著。 截至收盘，标普500指数跌0.53%，报6812.63点；纳斯达克综合指数跌0.38%，报23275.92点；道琼斯工业平均指数跌 0.9%，报47289.33点。 虽然上周美股出现连涨，但11月依然终结了美国科技巨头自今年4月以来的连涨势头。12月头一天的开局低迷，说明投 资者尚未走出对科技龙头的估值忧虑。 雪上加霜的是，周一出现了"日债→加密货币→美股"的悲观情绪传导链条。 日本央行行长植田和男周一暗示可能会在本月加息后，对利率预期尤为敏感的日本两年期国债收益率跳升至1%上方， 这也是2008年以来首次。受此影响，美国10年期国债收益率周一跳升近8个基点至4.09%，创一个多月来最大涨幅，德 国10年期国债也上升6个基点。国债收益率上升，说明国债正在遭遇抛售。 国债市场不稳，风险资产难逃冲击，比特币日内从9万美元最低跌至8.38万美元，随后逐步拉升至8.6万美元。 汇丰首席多资产策略师马克斯·凯特纳解读称，今天美股的回调与加密资产的大幅下跌有关。加密货 ...

Wall Street's outlook for 2026 has grown notably constructive, with major firms such as JPMorgan, HSBC, and Deutsche Bank aligning around a common thesis: the market's next leg higher will be driven primarily by sustained gains in productivity, supported by advancements in artificial intelligence and automation. Strategists argue that meaningful efficiency improvements across industries will be essential for delivering the earnings growth required to justify their elevated targets for the S&P 500 Index.Also ...

America is going all out in the global AI battle.It seems the artificial intelligence (AI) race has escalated once again following President Donald Trump's announcement that he has issued an executive order to launch Project Genesis. The administration compared its significance to the famous Manhattan Project, the World War 2 initiative to develop the atomic bomb.Project Genesis aims to develop an artificial intelligence platform utilizing supercomputers and data from various government agencies to accelera ...

So, we're closing in on 4 trillion market cap for Alphabet Google. This name has continued to make news. It has been an AI leader. We're seeing deals with Meta. Right now, the market cap is 3.815%. So, everybody is watching that 4 trillion mark. We also saw a new price target of 375, up from 330 today. Let me bring in my panel, John Freeman, Ravenswood Partners, and John Buckingham, editor of the Prudent Speculator newsletter. John, what's the latest on what's been going on with Google's Gemini, Gemini 3, I ...

Welcome back to Next Investing. It's time for FOMO. Alex Coffee now joined by Marley Kaden, host for the Schwab network, of course, Trading 360 as well as Market on Close.And Marley, we talked about this story on Trading 360 to open your program. um partnership between two of the most important names in all of business I guess you could say which is uh >> Amazon and Alphabet but of course more specifically AWS and Google Cloud. >> It's it's a really interesting partnership.So they announced uh yesterday tha ...